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Name Holding Trade Value Shares
Change
Change in
Stake
ST
551
Somerset Trust
Pennsylvania
$5K +$4.62K +275 New
WCG
552
Weaver Consulting Group
California
$5K +$4.72K +281 New
EI
553
Ellevest Inc
New York
$5K +$4.96K +295 New
PFO
554
Pathstone Family Office
New Jersey
$5K +$5.01K +298 New
PCM
555
Prelude Capital Management
New York
$4K -$27.9K -1,662 -87%
LFA
556
Legacy Financial Advisors
Kentucky
$4K +$488 +29 +14%
JCM
557
Jacobi Capital Management
Pennsylvania
$4K +$3.78K +225 New
TIM
558
Tortoise Investment Management
New York
$4K +$4.17K +248 New
TCOV
559
Trust Company of Vermont
Vermont
$3K -$2.86K -170 -50%
Parallax Volatility Advisers
560
Parallax Volatility Advisers
California
$3K -$319 -19 -11%
CCM
561
Copeland Capital Management
Pennsylvania
$3K
MIM
562
Macroview Investment Management
Maryland
$3K
SFA
563
Semmax Financial Advisors
North Carolina
$3K
SIS
564
Sound Income Strategies
Florida
$3K
SF
565
Synovus Financial
Georgia
$3K
VCM
566
Versant Capital Management
Arizona
$3K
BWM
567
Baystate Wealth Management
Massachusetts
$3K +$1.21K +72 +87%
GWS
568
Glassman Wealth Services
Virginia
$3K +$2.59K +154 +770%
CI
569
CX Institutional
Indiana
$3K +$2.64K +157 New
AIC
570
Ameritas Investment Company
Nebraska
$2K -$7.25K -431 -83%
AF
571
Advisornet Financial
Minnesota
$2K
BWM
572
BerganKDV Wealth Management
Minnesota
$2K
CAGAS
573
Capital Advisory Group Advisory Services
Minnesota
$2K
Fidelity International
574
Fidelity International
Bermuda
$2K
OFW
575
Omnia Family Wealth
Florida
$2K